ROOT — ROOT INC CL A NEW

Ownership history in EverSource Wealth Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in ROOT INC CL A NEW (ROOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3 -1 -25.0% 0.00% $269 $89.51
2025 Q2 ADDED 4 +1 +33.3% 0.00% $512 $127.97
2025 Q1 REDUCED 3 -1 -25.0% 0.00% $400 $133.44
2024 Q4 INITIATED 4 — — 0.00% $290 $72.59
% of Fund (quarterly)    ROOT price (monthly, adj. close)

Other funds also holding ROOT

As of 2025 Q4 — sorted by position size

Buckley Capital Advisors, LLC 5.6% FINDELL CAPITAL MANAGEMENT LLC 4.88% Ribbit Management Company, LLC 4.62% X-Square Capital, LLC 3Y 7Y 1.82% Galileo (PTC) Ltd 3Y 7Y 1.33% Tairen Capital Ltd 3Y 7Y 1.21% Trinity Financial Advisors LLC 3Y 0.65% Prosperitas Financial LLC 0.62% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.36% Diametric Capital, LP 3Y 7Y 0.25%
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